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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,852 | $106,524-32.5% | $152,301-52.8% | $87,485-17.9% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.4%-20.4pp | 68.9%-6.9pp |
| Annual return | 19.22% | 26.89%-7.7pp | 80.50%-61.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,545 | $3,371-54.2% | $4,624-66.6% | $2,596-40.5% |
| Participant deferral / active EE | $1,926 | $6,525-70.5% | $8,004-75.9% | $4,274-54.9% |
| Admin fee / account holder | $2,922 | $8,287-64.7% | $14,398-79.7% | $7,775-62.4% |